Managing taxes

Taxes are one of life's certainties, but there are strategies that can help you reduce the amount you pay each year, depending on your particular financial situation.

Filing strategies

Learn the latest tax-savvy strategies for managing the amount of money you have to pay this year on your income and your investments.


Tax-smart investing

Your long-term investing strategy could be impacted in a big way by taxes, so you may want to figure out the best strategies for investing to help maximize your gain and minimize your tax burden.


Taxes in retirement

Once you retire, taxes can complicate your retirement plans, but we can help you learn about ways to help minimize your tax burden.

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Don't forget to take RMDs by year end

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Taxes and charity

Learn some of the best strategies for giving to charity in a tax-efficient way.